NEEDHAM INVESTMENT MANAGEMENT LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$464.6M
Holdings
101
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
ENQENTEGRIS INC | $21.5M |
PDFSPDF SOLUTIONS INC | $20.3M |
SMCIUSDSUPER MICRO COMPUTER INC | $20.1M |
VICRVICOR CORP | $17.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $17.0M |
FMFFORMFACTOR INC | $15.0M |
KVHIKVH INDS INC | $13.9M |
CMCSACOMCAST CORP NEW | $12.2M |
NVMINOVA MEASURING INSTRUMENTS L | $11.0M |
GILDGILEAD SCIENCES INC | $10.8M |
FEYECHFFIREEYE INC | $10.7M |
VSATVIASAT INC | $10.4M |
MKSIMKS INSTRS INC | $9.7M |
MXLMAXLINEAR INC | $9.7M |
KMXCARMAX INC | $9.0M |
HQLTEKLA LIFE SCIENCES INVS | $8.8M |
COHRII-VI INC | $8.7M |
—LIMELIGHT NETWORKS INC | $8.5M |
ASPNASPEN AEROGELS INC | $8.0M |
EGHT8X8 INC NEW | $7.8M |
CMBMCAMBIUM NETWORKS CORP | $7.7M |
PLABPHOTRONICS INC | $7.7M |
HQHTEKLA HEALTHCARE INVS | $7.5M |
AXTIAXT INC | $7.1M |
—INTEVAC INC | $7.0M |
AAPLAPPLE INC | $6.8M |
—LABORATORY CORP AMER HLDGS | $6.7M |
INFNEURINFINERA CORP | $6.5M |
—MIMECAST LTD | $6.2M |
PSTGPURE STORAGE INC | $6.1M |
—PLURALSIGHT INC | $5.9M |
—CHANNELADVISOR CORP | $5.6M |
VPGVISHAY PRECISION GROUP INC | $5.3M |
AKAMAKAMAI TECHNOLOGIES INC | $5.1M |
KLACKLA CORP | $5.1M |
INGNINOGEN INC | $5.0M |
MDTMEDTRONIC PLC | $4.9M |
COHUCOHU INC | $4.8M |
INSGEURINSEEGO CORP | $4.6M |
BDXBECTON DICKINSON & CO | $4.6M |
BABOEING CO | $4.6M |
EHCENCOMPASS HEALTH CORP | $4.3M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $4.3M |
EMKREUREMCORE CORP | $4.1M |
ALAIR LEASE CORP | $4.1M |
PSNPARSONS CORPORATION | $4.1M |
WABWABTEC | $4.1M |
HONHONEYWELL INTL INC | $3.8M |
VSHVISHAY INTERTECHNOLOGY INC | $3.2M |
ZUOUSDZUORA INC | $3.2M |
—VONAGE HLDGS CORP | $3.0M |
VECOVEECO INSTRS INC DEL | $2.7M |
FEIMFREQUENCY ELECTRS INC | $2.7M |
NVGSNAVIGATOR HOLDINGS LTD | $2.5M |
TTDTHE TRADE DESK INC | $2.5M |
CYRXCRYOPORT INC | $2.3M |
FLBFLUIDIGM CORP DEL | $2.3M |
QTWOQ2 HLDGS INC | $2.2M |
VRAYQVIEWRAY INC | $2.1M |
IPGPIPG PHOTONICS CORP | $2.1M |
ODCOIL DRI CORP AMER | $1.9M |
EVBGEUREVERBRIDGE INC | $1.9M |
BAMBROOKFIELD ASSET MGMT INC | $1.8M |
HANHAWAIIAN HOLDINGS INC | $1.6M |
—BOTTOMLINE TECH DEL INC | $1.5M |
APTALPHA PRO TECH LTD | $1.5M |
EQIXEQUINIX INC | $1.4M |
LUVSOUTHWEST AIRLS CO | $1.2M |
VYGRVOYAGER THERAPEUTICS INC | $1.1M |
—GSE SYS INC | $1.1M |
SITMSITIME CORP | $948K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $937K |
—NATIONAL INSTRS CORP | $909K |
GLWCORNING INC | $894K |
COUPEURCOUPA SOFTWARE INC | $831K |
LRCXEURLAM RESEARCH CORP | $809K |
ICHRICHOR HOLDINGS | $665K |
DGXQUEST DIAGNOSTICS INC | $598K |
LMATLEMAITRE VASCULAR INC | $594K |
SIENUSDSIENTRA INC | $581K |
AMATAPPLIED MATLS INC | $544K |
FAROFARO TECHNOLOGIES INC | $536K |
BRKRBRUKER CORP | $488K |
APPNAPPIAN CORP | $436K |
CRAICRA INTL INC | $415K |
CVXCHEVRON CORP NEW | $357K |
GOOGLALPHABET INC | $355K |
REZIRESIDEO TECHNOLOGIES INC | $351K |
TRNSTRANSCAT INC | $349K |
CLHCLEAN HARBORS INC | $330K |
ADTNEURADTRAN INC | $328K |
UGIUGI CORP NEW | $318K |
AMTAMERICAN TOWER CORP NEW | $311K |
FLIRFLIR SYS INC | $304K |
WWEUSDWORLD WRESTLING ENTMT INC | $294K |
ARLOARLO TECHNOLOGIES INC | $284K |
KRPKIMBELL RTY PARTNERS LP | $215K |
OMCLOMNICELL INC | $212K |
TTMITTM TECHNOLOGIES INC | $178K |
—DIRTT ENVIRONMENTAL SOLUTION | $87K |
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